Envestnet Asset Management Inc Sells in Q3 2025

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-26.7M
- 48.85%
$78.11 - $79.07 $2.09B - $2.11B
28M $2.21B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19.2M
- 35.33%
$97.75 - $100.75 $1.87B - $1.93B
35.1M $3.51B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-42M
- 76.58%
$36.04 - $38.78 $1.51B - $1.63B
12.8M $495M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.45M
- 51.0%
$236.25 - $257.69 $1.52B - $1.66B
6.19M $1.59B
EFG
Msci Eafe Growth ETF

ETFs
-12.6M
- 74.34%
$106.99 - $114.46 $1.35B - $1.44B
4.34M $494M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.13M
- 26.27%
$567.77 - $614.76 $1.78B - $1.93B
8.79M $5.38B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-31M
- 97.65%
$41.91 - $44.87 $1.3B - $1.39B
745K $33.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-33.5M
- 91.75%
$35.76 - $37.93 $1.2B - $1.27B
3.01M $114M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.98M
- 75.11%
$171.38 - $197.01 $1.2B - $1.38B
2.31M $453M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.38M
- 19.63%
$182.33 - $194.5 $1.16B - $1.24B
26.1M $5.08B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-18.3M
- 96.98%
$44.58 - $48.01 $814M - $876M
568K $27.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-24M
- 83.34%
$30.76 - $33.01 $737M - $791M
4.79M $157M
VEA
Vanguard Ftse Developed Market

ETFs
-16.9M
- 16.92%
$56.02 - $60.3 $945M - $1.02B
82.8M $4.96B
DFIV
Dimensional ETF Tr

ETFs
-16.6M
- 78.48%
$42.66 - $46.53 $707M - $772M
4.55M $210M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-21.8M
- 86.36%
$28.69 - $30.59 $626M - $667M
3.44M $105M
AVSC
American Centy ETF Tr Avantis
-12M
- 94.92%
$51.33 - $58.63 $613M - $701M
640K $36.6M
MUB
Ishares National Muni Bond ETF

ETFs
-6.08M
- 29.86%
$103.24 - $106.68 $628M - $649M
14.3M $1.52B
SUB
Ishares Short Term National Mu

ETFs
-4.83M
- 87.84%
$106.17 - $107.3 $513M - $519M
669K $71.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-11.9M
- 8.79%
$45.6 - $46.92 $542M - $557M
123M $5.76B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-4.07M
- 49.84%
$110.74 - $122.12 $451M - $497M
4.1M $496M
AVEM
American Centy ETF Tr Avantis

ETFs
-7.06M
- 40.31%
$68.33 - $75.41 $482M - $532M
10.5M $785M
EFV
Msci Eafe Value ETF

ETFs
-9.66M
- 13.77%
$62.79 - $68.42 $606M - $661M
60.5M $4.1B
IGV
Ishares Expanded Tech Software

ETFs
-2.82M
- 89.45%
$105.96 - $117.79 $299M - $332M
333K $38.2M
ACN
Accenture PLC

Technology
-588K
- 24.25%
$232.56 - $304.78 $137M - $179M
1.84M $453M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.24M
- 69.17%
$24.46 - $26.5 $226M - $245M
4.12M $109M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.69M
- 17.46%
$49.43 - $54.52 $380M - $419M
36.4M $1.97B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.3M
- 48.01%
$48.5 - $50.19 $209M - $216M
4.66M $233M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.62M
- 65.94%
$67.01 - $72.84 $176M - $191M
1.35M $98.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.36M
- 58.91%
$21.69 - $23.34 $160M - $172M
5.13M $120M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2M
- 46.32%
$38.58 - $58.24 $77.1M - $116M
2.32M $90.8M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.98M
- 21.99%
$64.12 - $68.08 $191M - $203M
10.6M $719M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.26M
- 90.43%
$111.55 - $125.05 $141M - $158M
134K $16.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.25M
- 26.75%
$132.9 - $142.03 $166M - $178M
3.42M $482M
VB
Vanguard Small Cap ETF

ETFs
-867K
- 16.75%
$237.58 - $259.17 $206M - $225M
4.31M $1.1B
XLC
Select Sector Spdr Tr Communic

ETFs
-1.78M
- 20.92%
$105.99 - $119.41 $188M - $212M
6.72M $795M
XLV
Select Sector Spdr Fund Health

ETFs
-1.06M
- 18.33%
$129.01 - $139.72 $137M - $149M
4.74M $660M
PM
Philip Morris International Inc.

Consumer Defensive
-14.9K
- 0.25%
$157.77 - $183.27 $2.35M - $2.74M
6.01M $975M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-3.7M
- 86.16%
$32.53 - $35.69 $120M - $132M
594K $21.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.08M
- 16.37%
$41.43 - $44.2 $128M - $136M
15.8M $696M
SPOT
Spotify Technology S.A.

Communication Services
-98.1K
- 16.39%
$620.01 - $738.53 $60.8M - $72.5M
501K $350M
UNP
Union Pacific Corp

Industrials
-519K
- 23.33%
$214.91 - $237.16 $112M - $123M
1.71M $403M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.44M
- 98.4%
$71.6 - $76.11 $103M - $109M
23.4K $1.77M
NFLX
Netflix Inc

Communication Services
-17.7K
- 3.04%
$1147.87 - $1297.18 $20.3M - $23M
565K $677M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.1M
- 19.49%
$91.44 - $91.77 $101M - $101M
4.55M $418M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.08M
- 42.47%
$47.76 - $48.46 $99.5M - $101M
2.82M $136M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.63M
- 50.28%
$62.54 - $68.42 $102M - $111M
1.61M $109M
V
Visa Inc.

Financial Services
-107K
- 2.47%
$332.09 - $358.86 $35.4M - $38.3M
4.21M $1.44B
UWM
Proshares Ultra Russell 2000

ETFs
-2.49M
- 90.67%
$37.12 - $47.74 $92.3M - $119M
256K $11.9M
CRM
Salesforce, Inc.

Technology
-157K
- 10.46%
$231.66 - $273.65 $36.5M - $43.1M
1.35M $319M
Activity Summary
Buys All Purchases 2493 New Holdings 288 Increased Positions 2205 Sells All Sells 1997 Reductions 1997 Sold out 0 Options Calls 0 Puts 0
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